Associate Financial Advisor - Los Angeles, United States - Capstone Partners

Description

Job Description Job Description Capstone Partners is seeking a Financial Advisor with 1-3 years of experience to join one of our producer groups, to partner alongside us on our mission to impact the lives of your clients in Southern California.

What is important to you and your business?Full equity ownership of your book of business (plus, support in valuing and selling your book upon retirement)

Comprehensive, non-captive platform and recurring revenueFee-based financial plansInvestments and advisory servicesInsurance ImplementationOpportunity to work with a team joining an established producer group or building one around youHere are some of the many benefits that you will receive in working with us:

Competitive performance-based compensation; there is no base salaryComplete benefits packagePersonalized and local training and supportIn-house Directors of wealth management and fee-based financial planningCompensation: $65,000 - $80,000 on-target earningsResponsibilities: Source client opportunities through referrals, networking and online marketing strategiesMake recommendations that alleviate client concerns and help clients achieve their goalsBe an ethical resource for financial guidanceGuide clients through the complicated process of financial decision-makingQualifications: 1-3 years of financial advisor experienceEntrepreneurial work ethic and long-term visionOutbound prospecting and sales experienceCoachability and an eagerness to learnActive FINRA SIE/7/66 and insurance licenses (or planning to get them ASAP)Active CA insurance licenseAbout CompanyAt Capstone Partners Financial and Insurance Services (LA), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.

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